97 Budget Planning jobs in South Africa

• Compile accurate reconciliation statements for 3rd party channels as per commission agreements and incentive letters.
• Prepare, validate and distribute reports for invoicing, and ad hoc reports.
• Maintain and organize all calculations and reports on shared drives.
  
  
  

• Receive, investigate, and resolve commission or incentive queries from internal teams, third parties, and auditors.
• Ensure timely, structured feedback and maintain clear records for all engagements.
  
  
  

• Track and reconcile expenses and commission payments for various channels.
• Validate dealer invoices for VAT compliance and alignment with Openserve requirements.
• Process input journals and submit accurate data for monthly provisioning and payment tracking.
• Check and validate completed orders for incentive payments.
  
  
  

• Manage clawback verifications, approvals, and rectifications in line with Delegation of Authority.
  
  
  

• Contribute to the design, implementation, and maintenance of policies, procedures, and guidelines related to commissions, incentives, and clawbacks.
  
  
  

• Lead and manage team performance through setting standards, coaching, feedback, and corrective actions where necessary.
• Foster a culture of accountability, accuracy, and continuous improvement.
• Campaign management & channel support.
  
  
  

• None
  
  
  

• NQF 6: 3 year Diploma/ National Diploma
  
  
  

• 3 Years relevant experience
  
  
  

• Qualification in Finance, Accounting, or related field.
  
  
  

• Working knowledge of 3rd party agreements and channel commission processes.
• May be required to work after hours during peak reconciliation or reporting periods.
  
  
  

• Valid Drivers license
  
  
  

• None
  
  
  

• Internal and external finance teams
• 3rd party channels
• Sales
• Audit
• Commercial and Legal teams

The University of the Western Cape (UWC) enjoys national and international acclaim for its continuing contribution to democratic change in South Africa and for making quality education accessible to all South Africans and developing centres of excellence of national importance. The successful candidate will join a dynamic and supportive Faculty dedicated to teaching, research and community engagement, as well as to overall student development. The ideal candidate will be highly motivated and willing to make a significant contribution to the development of the Faculty.

The Faculty of Economic and Management Sciences, offers a range of undergraduate and postgraduate programmes that educates students across academic units including Accounting, Economics, Industrial Psychology (Human Resources Management), Information Systems, Institute for Poverty, Land and Agrarian Studies (PLAAS), Institute for Social Development, Political Studies, Management and Finance Clusters, School of Government and the Academic Literacies Programme.

The Department of Accounting has accreditation with the South African Institute of Chartered Accountants (SAICA). The Department offers a three-year undergraduate degree and a one-year Postgraduate Diploma in Accounting (PGDA) towards SAICA’s Initial Assessment of Competence (IAC). The Department also offers an alternative three-year degree in Accounting, which is accredited by the South African Institute of Professional Accountants (SAIPA).

The successful candidate for Senior Lecturer/Lecturer will be responsible for the following key performance areas:

• Facilitating learning and teaching at undergraduate and postgraduate level, primarily in the area of Financial Management and/or Taxation
• Provide academic leadership and administration at subject level
• Undertake curriculum development and assessment
• Engage in academic administration and leadership
• Conduct research and publish
• Undertake undergraduate and postgraduate supervision
• Participate in community engagement and outreach
• Contribute to the co-ordination and management of the Department’s teaching and research programmes.

Minimum Requirements – Senior Lecturer:

• CA (SA) qualification and a relevant Master’s degree
• Demonstrated experience in facilitating learning and teaching in Financial Management and/or Taxation or related Accounting courses
• A record of publications, preferably in the field of Financial Management and/or Taxation (to provide full details of publications, if any, in CV)

Additional Advantages – Senior Lecturer:

• A PhD in Financial Management or Taxation or related Accounting discipline
• Demonstrated experience in facilitating learning and teaching on SAICA accredited Financial Management and/or Taxation or related courses
• Recognized academic leadership (e.g. subject head, programme coordinator, module coordinator)
• Extensive practical experience in the development of professional academic courses and programmes in Financial Management and/or Taxation or related courses (e.g. SAICA or an equivalent accreditation).

Minimum Requirements –Lecturer:

• CA (SA) qualification
• Demonstrated experience in facilitating learning and teaching in Financial Management and/or Taxation or related Accounting courses

Additional Advantages - Lecturer:

• A Master’s degree in Financial Management or Taxation or related Accounting discipline

Key Competencies:

• Excellent verbal and written communication skills in English
• Proven ability to work as a senior member of a professional department within a Faculty of Economic and Management Sciences
• Presentation and facilitation skills
• Student focused approach
• Planning and organising skills
• Computer literacy and e-learning skills
• Technical professional knowledge and skills in the discipline and in the core strategic areas, namely learning and teaching, research and scholarship, community engagement as well as professional leadership.

N.B. Preference will be given to candidates who meet the requirements for the Senior Lecturer position.

For further information (but not applications), please contact Sonnette Smith at

The purpose of this role is to maintain accurate and up-to-date financial data, ensuring compliance with internal policies and regulatory requirements as well as overseeing and providing guidance to junior staff members in the finance department.

Minimum Qualifications:

• Matric/ Grade 12
• Bachelor’s degree in finance, Accounting, Business Administration, or related field
• Minimum of 3-5 years’ experience in finance, accounting, or data management roles
• Previous debtors/creditors management experience is beneficial with preferred exposure to the retail industry
• Proficiency in financial software and systems, such as ERP systems (e.g., SAP, NetSuite, Oracle, Dynamic 365 ), Microsoft Excel, and database management tools

Responsibilities:

• Data Management:
• Maintain accurate financial records, including accounts receivable, payable, and general ledger entries
• Ensure timely and accurate processing of financial transactions, including invoices, payments, and journal entries
• Regularly reconcile financial data to identify discrepancies and resolve issues promptly
• Develop and implement standardized processes for data entry, validation, and documentation
• Master Data Maintenance:
• Update and maintain master data records, including vendor and customer information, pricing structures, and payment terms
• Conduct regular audits of master data files to ensure completeness, accuracy, and consistency
• Collaborate with stakeholders to address any discrepancies or issues related to master data
• Reporting and Analysis:
• Analyse financial data to identify trends, variances, and opportunities for improvement
• Provide insights and recommendations to management based on financial analysis and performance metrics
• Process Improvement:
• Identify areas for process improvement and efficiency gains in financial data management
• Implement best practices and procedures to enhance data quality, accuracy, and reliability
• Collaborate with cross-functional teams to develop and implement system enhancements or automation initiatives
• Compliance and Risk Management:
• Ensure compliance with internal policies, accounting standards, and regulatory requirements
• Proactively identify and mitigate risks related to financial data integrity and accuracy
• Stay informed about changes in regulations and industry standards impacting financial reporting and data management
• Staff Management:
• Provide guidance and support to junior staff members in the finance department
• Delegate tasks effectively, ensuring timely completion and adherence to quality standards
• Facilitate training and development opportunities to enhance the skills and knowledge of staff

Key Skills and Competencies:

• Good understanding of financial principles and accounting practices
• Excellent analytical and problem-solving skills, with a keen attention to detail
• Effective communication and interpersonal skills, with the ability to collaborate across departments and levels of the organization
• Proven ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment
• Proven ability to manage and motivate a team
• Excellent organisational skills

Analyst, Regulatory Instruction Management, Financial Crime Management Unit

Job Overview

Business Segment: Group Functions

To receive, study, interpret, analyse, validate, understand, research, investigate, determine bank exposure and customer behavior, and conduct forensic data searches, all culminating in the preparation and presentation of Reports and Information Packs to execute Legal and Regulatory Instructions (Subpoenas). This is essential in order to contribute to the assurance that business is undertaken in a compliant manner to avoid operational losses, fines, penalties or reputational damage to the organization.

Qualifications

Minimum Qualifications
Type of Qualification: National Certificate
Field of Study: NQF level 5 qualification in Business Commerce or Finance and Accounting or Audit or Banking or Risk Management or Legal would be acceptable. AML or an equivalent Certification would be an added advantage.

Experience Required
Group Anti Financial Crime
Compliance
3-4 years
Experience in bank processes, products and systems. Experience in dealing with different stakeholders at different levels both internal and external.

3-4 years
Experience in the realm of Anti-Fraud, -Bribery, -Market Abuse, -Money Laundering and Combatting Financing of Terrorism Surveillance, Analytics and Investigation.

Please note: All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any form of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or

• Preparation of Monthly Management accounts and forecasts
  • Financial forecasting and predictive modelling
  • Adhoc financial analytics as requested by business
• Develop, maintain and improve comprehensive financial models to support scenario analysis and strategic planning
• Reporting
  • Cashflow analysis and reporting, Exco pack, revenue summary, summary collections, collections trends and adhoc business reporting
  • KPIs including Lapse, persistency, churn, net book growth, book movement
• Effective contribution to Audits
• Regular engagement with relevant team members and departments to understand the underlying issues causing variances to budget with key ratios and profitability analysis
• Contribute to the achievement of the team’s projects and business goals
• Streamlining processes, automation, process flows/map and contract summary updated regularly
• Variance analysis and evaluations for financial activities including costing and budgeting

QUALIFICATIONS AND EXPERIENCE REQUIRED

• B.Comm or similar (finance related majors)
• 3 - 5 years of experience in a similar role is required
• Advanced Excel, (Power BI and Sage Intacct advantageous)
• Required Financial Modelling experience
• Ability to interpret the analysis
• Ability to maintain and work with large volumes of financial data accurately and efficiently
• Experience in the Financial Services or Insurance Industry advantageous
• A good understanding of financial concepts
• A good understanding of financial reporting methodology
• An understanding of accounting processes / practices and their impact on financial reporting

• Ability to communicate clearly and collaborate with all levels of management
• Analytical and logical
• Ambitious
• Team player
• Diligent, honest and trustworthy
• Proactive, punctual, and reliable
• Understands the importance of confidentiality
• Self-motivated individual
• Ability to see the “big picture” to understand the impact of financial reports provided
• Stress management and the ability to manage and co-ordinate deadlines under pressure

Remuneration: A market related package including benefits

Kindly click on the link below to apply.

NB: Thank you for choosing Talksure as your employer of choice. Please note that if you do not hear from us within 14 working days after the closing date of the advert, please regard your application as unsuccessful. We wish you well in your future endeavors.

• Preparation of Monthly Management accounts and forecasts
  • Financial forecasting and predictive modelling
  • Adhoc financial analytics as requested by business
• Develop, maintain and improve comprehensive financial models to support scenario analysis and strategic planning
• Reporting
  • Cashflow analysis and reporting, Exco pack, revenue summary, summary collections, collections trends and adhoc business reporting
  • KPIs including Lapse, persistency, churn, net book growth, book movement
• Effective contribution to Audits
• Regular engagement with relevant team members and departments to understand the underlying issues causing variances to budget with key ratios and profitability analysis
• Contribute to the achievement of the team’s projects and business goals
• Streamlining processes, automation, process flows/map and contract summary updated regularly
• Variance analysis and evaluations for financial activities including costing and budgeting

QUALIFICATIONS AND EXPERIENCE REQUIRED

• B.Comm or similar (finance related majors)
• 3 - 5 years of experience in a similar role is required
• Advanced Excel, (Power BI and Sage Intacct advantageous)
• Required Financial Modelling experience
• Ability to interpret the analysis
• Ability to maintain and work with large volumes of financial data accurately and efficiently
• Experience in the Financial Services or Insurance Industry advantageous
• A good understanding of financial concepts
• A good understanding of financial reporting methodology
• An understanding of accounting processes / practices and their impact on financial reporting

• Ability to communicate clearly and collaborate with all levels of management
• Analytical and logical
• Ambitious
• Team player
• Diligent, honest and trustworthy
• Proactive, punctual, and reliable
• Understands the importance of confidentiality
• Self-motivated individual
• Ability to see the “big picture” to understand the impact of financial reports provided
• Stress management and the ability to manage and co-ordinate deadlines under pressure

Remuneration: A market related package including benefits

Kindly click on the link below to apply.

NB: Thank you for choosing Talksure as your employer of choice. Please note that if you do not hear from us within 14 working days after the closing date of the advert, please regard your application as unsuccessful. We wish you well in your future endeavors.

• 5 years experience in business controlling and/or finance / Cost Analysis - LIQUOR / FMCG industry.
• Relevant degree qualification, English fluent, French is advantageous
• Strong financial planning and analysis skills.
• Experience in generating process documentation and reports.
• Good business understanding, interested in sales and marketing.
• Strong knowledge of Excel (macro, programming), PowerPoint, multi-dimensional tools (ESSBASE, EOS, Microsoft database type) are necessary.
• Excellent analytical, mathematical, and creative problem-solving skills
• Integrity and rigor are a must, as well as pro activity and team spirit.
• Excellent listening, interpersonal, written, and oral communication skills
• Logical and efficient, with keen attention to detail
• Highly self-motivated and directed
• Ability to effectively prioritize and execute tasks while under pressure
• Strong customer service orientation
• Able to exercise independent judgment and take action on it
• Experience working in a team-oriented, collaborative environment
• Comfort with ambiguous, ever-changing situations

• Prepare ACTUAL monthly reports - Revenue, Variance, Mid-Month, Month End forecasting.
• Coordinate business reporting (monthly shipments/depletions/stock tracking)
• Develop, maintain accurate & user-friendly performance tracking tools (Power BI and others)
• Aggregate reporting & insights to identify risks & opportunities vs forecast.
• Coordinate efficient information flow & coordinate customer risk queries
• Partner with FD in preparing Business Reviews and adhoc analysis.

• Lead financial forecast processes
• Build LE/Budget/R&O forecasts for Regional Office
• Support Regional Team in a five year plan update and Brand Planning.

• Consolidate monthly reporting files to analyse Actual vs Forecast
• Coordinate the tracking to ensure efficient process across European marke
• Follow up Regional A&P budgets vs Actual, prepare monthly and end of year accruals
• Perform audit on invoices received (reality check) and keep record of justification.
• Manage Risk & opportunity to monitor FY landing estimate versus budget/

• Lead forecast processes for European regional office and SA market
• Build and consolidate monthly reporting files to analyse forecasts
• Lead monthly, quarterly and annual reporting providing monthly follow-up
• Prepare monthly & end of year accruals for Regional office and Company.

• Manage Price list update process to ensure efficiency and control, monitoring price impacts and gap versus budget/
• Lead price lists continuous improvement to drive consistency across Region
• Maintain prices accuracy in the central price list and in the Distributor platform database

• Develop dynamic ways to visualize big data sets to empower Management for effective decision taking (with various tools such as Power BI etc.)
• Improve ways of working on existing internal reports to gain efficiency.

• Support the team to create pertinent presentation for Senior Executive meetings
• Ad-hoc analysis of business results for different stakeholders
• Be a business partner of the new projects/key topics driven in Europe providing the team with new ideas, new technical solutions and concretize the analysis to achieve the business objective.